Atticus Wealth Management, LLC Reduced Holdings in Q1 2025

Atticus Wealth Management, LLC

  • $281 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-143K
- 95.31%
$95.85 - $99.25 $13.7M - $14.2M
7.04K $696K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-126K
- 31.78%
$49.78 - $53.19 $6.26M - $6.69M
270K $13.8M
IWM
Ishares Russell 2000 ETF

ETFs
-26K
- 71.65%
$198.1 - $229.79 $5.14M - $5.97M
10.3K $2.05M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-87.3K
- 69.66%
$57.21 - $65.8 $4.99M - $5.74M
38K $2.22M
AAPL
Apple Inc.

Technology
-814
- 1.71%
$209.68 - $247.1 $171K - $201K
46.7K $10.4M
MSFT
Microsoft Corp

Technology
-831
- 5.26%
$375.39 - $447.2 $312K - $372K
15K $5.62M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-4.56K
- 73.76%
$168.16 - $186.21 $766K - $848K
1.62K $277K
OEF
Ishares S&P 100 ETF

ETFs
-2.95K
- 8.81%
N/A
30.5K $8.11M
XLK
Technology Sector Spdr

ETFs
-962
- 5.87%
$206.38 - $242.18 $199K - $233K
15.4K $3.18M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-9.31K
- 24.56%
$54.25 - $57.64 $505K - $537K
28.6K $1.58M
AMZN
Amazon Com Inc

Consumer Cyclical
-495
- 3.78%
$190.26 - $242.06 $94.2K - $120K
12.6K $2.4M
SPYG
Spdr Portfolio

ETFs
-1.67K
- 3.98%
$80.05 - $92.39 $134K - $155K
40.4K $3.24M
XLY
Select Sector Spdr Consumer Di

ETFs
-885
- 10.88%
$192.6 - $233.2 $170K - $206K
7.25K $1.43M
VV
Vanguard Large Cap ETF

ETFs
-717
- 5.48%
$253.32 - $282.66 $182K - $203K
12.4K $3.18M
VGT
Vanguard Information Technolog

ETFs
-112
- 3.37%
$542.38 - $646.34 $60.7K - $72.4K
3.21K $1.74M
TSLA
Tesla, Inc.

Consumer Cyclical
-161
- 8.52%
$222.15 - $428.22 $35.8K - $68.9K
1.73K $447K
SHV
Ishares Tr

ETFs
-2.71K
- 13.11%
$110.11 - $110.51 $299K - $300K
18K $1.98M
GOOG
Alphabet Inc.

Communication Services
-725
- 14.79%
$156.06 - $207.71 $113K - $151K
4.18K $652K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-5.85K
- 89.26%
$42.36 - $43.8 $248K - $256K
704 $30K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-19.2K
- 79.91%
$11.22 - $11.8 $216K - $227K
4.84K $54K
XLV
Select Sector Spdr Fund Health

ETFs
-2.11K
- 19.97%
$137.61 - $149.68 $290K - $316K
8.46K $1.24M
UNH
Unitedhealth Group Inc

Healthcare
-389
- 51.8%
$461.52 - $548.18 $180K - $213K
362 $189K
O
Realty Income Corp

Real Estate
-3.59K
- 87.4%
$51.67 - $58.49 $185K - $210K
517 $29K
PFF
Ishares Trust Ishares Pfd And

ETFs
-5.33K
- 58.04%
$30.73 - $32.26 $164K - $172K
3.85K $118K
IWP
Ishares Russell Mid Cap Growth

ETFs
-782
- 9.36%
$114.9 - $139.6 $89.9K - $109K
7.57K $889K
INQQ
Exchange Traded Concepts Tr In

ETFs
-7.06K
- 70.21%
$13.32 - $16.5 $94K - $116K
2.99K $42K
EPI
Wisdomtree Tr India Earnings F

ETFs
-2.59K
- 72.59%
$40.08 - $45.85 $104K - $119K
976 $42K
VZ
Verizon Communications Inc

Communication Services
-3K
- 91.75%
$37.81 - $46.49 $113K - $140K
270 $12K
IVW
Ishares S&P 500 Growth ETF

ETFs
-367
- 3.83%
$92.45 - $106.69 $33.9K - $39.2K
9.22K $856K
UBER
Uber Technologies, Inc

Technology
-1.91K
- 85.69%
$63.17 - $81.49 $121K - $156K
319 $23K
NEE
Nextera Energy Inc

Utilities
-1.11K
- 5.21%
$66.96 - $76.16 $74K - $84.2K
20.1K $1.42M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-2.41K
- 25.37%
$39.18 - $43.52 $94.5K - $105K
7.1K $297K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-1.03K
- 59.49%
$62.43 - $84.12 $64K - $86.2K
698 $45K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-1.59K
- 2.37%
$39.51 - $41.0 $62.8K - $65.2K
65.6K $2.62M
VBR
Vanguard Small Cap Value ETF

ETFs
-199
- 7.47%
$183.02 - $207.75 $36.4K - $41.3K
2.46K $459K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-1.44K
- 1.36%
$35.29 - $36.56 $50.6K - $52.5K
104K $3.73M
AB
Alliancebernstein Holding L.P.

Financial Services
-1.7K
- 42.04%
$35.0 - $40.73 $59.5K - $69.3K
2.35K $89K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-1.21K
- 61.48%
$48.65 - $53.06 $58.8K - $64.1K
757 $39K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.07K
- 28.36%
$51.52 - $52.37 $54.9K - $55.8K
2.69K $140K
VB
Vanguard Small Cap ETF

ETFs
-211
- 57.03%
$217.89 - $252.64 $46K - $53.3K
159 $35K
DUK
Duke Energy Corp

Utilities
-500
- 69.35%
$105.87 - $121.97 $52.9K - $61K
221 $26K
UPS
United Parcel Service Inc

Industrials
-349
- 69.52%
$109.66 - $136.26 $38.3K - $47.6K
153 $16K
USFR
Wisdomtree Floating Rate Treas

ETFs
-874
- 59.5%
$50.29 - $50.5 $44K - $44.1K
595 $29K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-574
- 34.89%
$77.7 - $78.94 $44.6K - $45.3K
1.07K $84K
T
At&T Inc.

Communication Services
-3.18K
- 37.74%
$21.56 - $28.28 $68.5K - $89.8K
5.24K $148K
GD
General Dynamics Corp

Industrials
-205
- 14.44%
$241.94 - $272.58 $49.6K - $55.9K
1.22K $331K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.04K
- 27.31%
$42.5 - $46.71 $44.2K - $48.6K
2.77K $125K
MPW
Medical Properties Trust Inc

Real Estate
-9.79K
- 98.84%
$3.83 - $6.21 $37.5K - $60.8K
115 $0
ROCK
Gibraltar Industries, Inc.

Industrials
-600
- 66.67%
$56.2 - $67.05 $33.7K - $40.2K
300 $17K
Activity Summary
Buys All Purchases 107 New Holdings 17 Increased Positions 90 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Atticus Wealth Management, LLC Portfolio

Follow Atticus Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atticus Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atticus Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email